Callan Family Office’s National Beverage FIZZ Stock Holding History

Callan Family Office’s Portfolio FIZZ Stock Details FIZZ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$301K	Buy	+8,955	New	+$310K	0.01%	931
2025 Q3	–	Sell	-6,683	Closed	-$289K	–	889
2025 Q2	$289K	Buy	+6,683	New	+$294K	0.01%	782

Other funds holding FIZZ

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Callan Family Office's FIZZ Position: Q1 2026 in Review

Callan Family Office opened a new position in National Beverage (FIZZ) in Q1 2026: 8,955 shares worth $301K. The stake represents 0.01% of the portfolio and ranks #931 among its holdings. This is a return to the name: Callan Family Office previously reported a position in FIZZ as recently as Q2 2025.

Callan Family Office first reported a position in FIZZ in Q2 2025 and has held it in 2 quarters since. 240 funds tracked by Wall St. Rank hold FIZZ as of Q1 2026.

Callan Family Office held 8,955 shares of National Beverage worth $301K as of Q1 2026.
National Beverage was a new Callan Family Office position in Q1 2026.
National Beverage made up 0.01% of Callan Family Office's portfolio in Q1 2026, its #931 holding.
Callan Family Office first reported a position in National Beverage in Q2 2025 and has held it in 2 quarters since.
240 funds tracked by Wall St. Rank held National Beverage as of Q1 2026.

Based on Callan Family Office's 13F filing for Q1 2026, filed 13 May 2026.